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Summary: Two-thirds of executives in the wealth management, asset management and fintech industries continue to "lack a fundamental understanding of how to attract the next generation of employees," according to an annual survey of top executives by Kathy Freeman Company, a California-based executive search firm.
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Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans.
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Summary: BNY Mellon’s Pershing Advisor Solutions polled attendees at its Elite Advisor Summit last month and found that 84% of respondents did not change their pricing in 2017. More than half (58%) said they’re not feeling increased pressure from clients to lower fees.
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Summary: Financial advisors report stress levels 25 percent higher than the national norm, according to a survey by FlexShares Exchange Traded Funds. The survey of nearly 700 advisors found that compliance and regulatory issues (29 percent) and challenges of growing their practices (25 percent) were the biggest stress inducers for advisors. Work-life balance (12 percent), “wear multiple hats” (10 percent) and tracking the state of the markets (8 percent) were the next biggest stressors for advisors.
Added on April 2018 in Form an RIA
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Summary: The Securities and Exchange Commission unveiled a public service announcement to encourage investors to check the background of their investment professional by using the free search tool on Investor.gov before investing.
